Toby specialises in providing bespoke wealth management services to individuals and corporates within the expatriate community. He graduated from Nottingham Business School in 2006 with an Honours degree in Business and Information Systems. During his studies Toby won several awards for his work in System Development and Business Strategy.
After finishing university Toby moved to London to begin a career in Financial Services, before relocating to South East Asia in 2008 to focus on helping expats with their wealth management needs. He has worked in client facing and managerial roles in a number of locations across the region and with clients from over 40 countries. Toby joined the AAM Advisory team in 2016.
Toby holds qualifications with the Chartered Institute of Securities and Investment (UK), Chartered Insurance Institute (UK), Institute of Financial Services (UK), Thai Securities Institute and Singapore College of Insurance, most recently completing the CISI’s Level 6 Certificate in Pension Transfers & Planning Advice.
Toby lives here in Singapore with his wife and young son. He is a keen, although only moderately capable, runner and currently fulfils the role of Treasurer of the Singapore Hash House Harriers.
Client testimonials:
“Toby has been handling my pension and other investments, for over 10 years. The investments based on Toby’s recommendations have done very well especially considering the economic climate since 2008. I have found Toby of pleasant character and very easy to deal with. I will continue to trust Toby handling my finances in the future.”
Martin Baker, Principle Engineer, Foster Wheeler (retired)